By Cyril Tuohy A decade removed from the 2008 financial crisis advisors have shifted toward “safer” products as they approach planning through a more balanced and holistic lens, a new survey found. What to read more? Click Here
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*The carrier announced that it will eliminate surrender charges on a universal life (UL) insurance policy launched two years ago. Sign in to read more!
“I recently saw an ad on national television with a financial advisor looking straight into the camera and saying he would never sell an annuity to a client. He then proceeded to list off numerous reasons why he would never let a client consider an annuity, saying things like annuities are “confusing” and could subject a […]
The following powerpoint was created and presented by Lisa Cooke for NBC National Marketing. Click here for the PP. Lisa Cooke National Director of Group Marketing Premier Planning TF:866-700-150 O: 972-464-2299 x.107 F: 972-956-8441 E: firstname.lastname@example.org
Effective June 9, 2017 AIG will be discontinuing a couple of products with low utilization. CLICK HERE to find out which products are going to be discontinued and important submission deadlines.
“Only 54 percent of boomers have any retirement savings, the lowest percentage recorded in the seven years of the baby boomer report.” Learn more
Last week, MetLife announced that its life and annuity solutions suite will now be offered under Brighthouse Financial, which is an operating segment of MetLife. They have begun the first steps of the regulatory process for the planned separation of Brighthouse Financial. Effective immediately, certain annuity and life insurance solutions will now be offered under
By: John Hamilton A confusing Friday at the White House concluded with President Donald J. Trump failing to order a delay of the Department of Labor fiduciary rule. The last-minute change in policy means the fiduciary rule is still set to begin taking effect April 10. Click here for the full story.